SALES ORDER ENTRY QUESTIONNAIRE

Customer ID/Name:

Sales Order Number:

Customer PO Number:

Quote Number:

Prepared By & Date:

Reviewed By & Date:

Product Line:

Question Yes No NA

Evidence of an arrangement

Is the customer PO for product repair?

• If yes, has the price been communicated and agreed to by the customer?

• If yes, has the order number been communicated to the customer?

Is this an existing customer order?

Does a customer PO or contract exist?

• Is there a new quote? (If yes, attach it to the order)

• Has the quote been properly approved? (Attach the approval to the order)

• Is there a new license? (If yes, attach it to the order)

Is the customer PO or contract price list attached to the order?

Have the customer's terms and conditions been reviewed?

• Are there any warranty terms or conditions in the customer PO?

• Are there any product acceptance terms or conditions in the customer PO?

• If yes to the latter, have you notified your manager and the controller?

Delivery

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 Question Yes No NA

Does the part number exist?

Is the quantity on the PO?

Does the item unit of measure on the PO match the sales order unit of measure?

Do the freight terms match?

• If correct, is the account number in the instructions?

For COD shipments, is this information in the instructions/notes?

Is the product properly flagged?

Is the product's quantity in stock?

• If not, has the ship date been confirmed by the planner?

Has the ship method been confirmed with the customer?

Does the ship-to address match the customer’s PO?

• Do the zip code and street address match the customer PO ship-to?

• Is there a PO box number in the order's address? (If yes, correct it)

Is there a new or one-time ship-to address request?

Are there any special delivery requests or packaging requests?

Is there a ship-to address in (Insert State)?

• If yes, is the part taxable or non-taxable?

Is the product considered a dangerous good or hazardous material (hazmat)?

• If yes, do the shipping notes contain the hazmat class and packing group?

Price and Fees

Does the order unit price equal the customer PO unit price?

Is there a standard list price?

• Is there a quantity discount?

• Has a sales representative or manager agreed to a lower price? (If yes, attach their
approval)

• If yes, has the price override been properly approved?

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 Question Yes No NA

Is there a quote? (If yes, attach it)

• Are there any additional engineering or fixture fees?

Is the order a credit card order?

• Is the credit card amount and authorization number attached?

International Requirements

Is the shipping outside of the U.S.?

Is the end user listed on the PO?

Has the end user been checked on the government lists? (Attach)

Have the ship-to contact and phone number been entered?

Is the product drop shipping to a different address?

• Is the value for customs entered?

Is the customs info added in an attachment?

For no-charge, prepaid freight shipments, who is paying tax and duty?

Collection

Is the bill-to address correct and does it match the customer PO?

Does the customer PO have the address as (Insert Address)?

Do payment terms match?

For no-charge shipments, do freight terms reflect correct billing information?

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